Community Catalyst Fund Agreement Worksheet

Community Catalyst Funds are a powerful means for donors to enable effective giving where and when it is most needed. Grants are awarded in the name of the fund to nonprofits chosen through a comprehensive selection process administered by NCCF's Board of Trustees.

These funds provide enormous impact in addressing current and emerging community needs, creating an unending philanthropic legacy for those who make these funds possible.

This worksheet is used to create the agreement establishing an NCCF Community Catalyst Fund. Please fill out the information below.

General Information

NCCF does not share, sell, trade or exchange personal data or any information about its donors and fundholders unless expressly permitted to do so or if required by law.
Establishing Donor #1
Establishing Donor #2
Establishing Donor #3

Fund Type: Endowed or Non-Endowed

Endowments/Endowment funds are permanent funds established to carry out your philanthropic intentions in perpetuity. Assets are invested for growth, and the amount available for grants each year is based on a Community Distribution Policy with an objective of distributing up to 5% of the Fund's market value annually. This policy sets the annual grant limits. This fund is intended to make grants in perpetuity.
Non-Endowed funds permit grant distributions in any amount (minimum of $250 per grant) at any time. there are no grant distribution limits. If the fund balance is exhausted, the fund terminates. A non-endowed fund may be converted to an endowment (usually upon the death of the original donor/s), but an endowed fund may not become a non-endowed fund. 
Pass-Through funds–because they are temporary and short in duration–are held in a Money Market account. These funds are for the short term, with the entire fund likely to be distributed within 12 months.
Select Fund Type: *

Recognition and Acknowledgements

Grant Acknowledgements Options:
1. I will let you know my recognition preferences on a case-by-case basis. (Note: You will have an opportunity to indicate your preferences each time you recommend a grant.)
2. I want my name and the name of the fund known to grant recipients and published in any public listings of grants, including those published by NCCF and grantee organizations.
3. I do not want grant recipients to know grants are from me, but the name of the fund may be published in any public listings of grants (This option is appropriate when the name of the fund does not include a family name-e.g., The Local Area Fund.)
4. I want to make all grants anonymously. I want to remain anonymous both to grant recipients and in any public listings of grants.
Please Select a Grant Acknowledgement Option: *
Gift Acknowledgement Options: *
The groups you support typically like to send a thank-you letter to you, as well as put you on their mailing list for newsletters, annual reports and organizational updates etc. We ask them to send all correspondence directly to you unless otherwise specified.
Note: We do not sell, distribute or share donor contact information to third parties or other nonprofits.
Please select one of the mail options below: *

Fund Statements

Fund Statements are posted to our online portal quarterly and all donors receive email notification when statements are issued.
Please indicate the name, address and email of any individual other than the establishing donors who you want to receive quarterly statement notification.
Note: Any additional fund statement contact not connected to the fund must supply the following:

Gift Information

Fund Creation
What type of gift(s) do you plan to make? Check all that apply. *
Type of Gift: *
Type of Gift: *
Please make checks payable to The Northwest CT Community Foundation, Inc. with your fund name in the memo line. For the transfer of funds by wire, or for gifts of securities or complex assets please contact the Foundation for instructions.
Contributions are Irrevocable: All gift contributions made to The Northwest CT Community Foundation, Inc. become assets of the Northwest CT Community Foundation, Inc. and are irrevocable as tax deductible gifts. All gifts to the Northwest CT Community Foundation Inc. must further the charitable purpose and mission of the Northwest CT Community Foundation, Inc. The Northwest CT Community Foundation, Inc. reserves the right to review and approve all contributions.


Signature *